Lists, Lead Scoring & Workflows

Arran
Contributor

Visualise All Workflows - help better manage workflows & see overlap

We need a better way of managing workflows and auditing them.

 

It would be great to see all your workflows laid out as nodes, like an interconnected graph or behaviour flow. This would help provide an overview of how workflows can trip over each other. 

Is there a marketplace app or Hubspot feature which exists for this?

2 Replies 2
baggerdatepoq
Contributor

Visualise All Workflows - help better manage workflows & see overlap

Hi, I also miss a way to get an overview of all workflows, to manage them better - especially to make dependencies visible. 

 

I created an xls and documented all details about the workflow. 

But I would be interested in how other users handle this?!

ElyshaShave
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

Visualise All Workflows - help better manage workflows & see overlap

Hi, 

 

I can completely understand your pain of not wanting workflows to overlap or cause any issues. At this current time there isn't an easy way to audit your workflows and potentially identify an issue. 

 

However, this is something that we offer our clients as an outside perspective to give advice and guidence throughout your workflows and potentially identify workflows you're missing out on. 

 

If this is of interest, please let me know. 



Thanks,

Elysha Shave

Inbound Specialist

BBDBoom.com

0 Upvotes